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JPMorgan Core Plus Bond ETF

440 hedge funds and large institutions have $8.14B invested in JPMorgan Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 268 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 64

290% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 20

26% more funds holding in top 10

Funds holding in top 10: 7088 (+18)

22% more capital invested

Capital invested by funds: $6.69B → $8.14B (+$1.45B)

14% more funds holding

Funds holding: 387440 (+53)

2.68% more ownership

Funds ownership: 85.4%88.08% (+2.7%)

Holders
440
Holders Change
+53
Holders Change %
+13.7%
% of All Funds
5.35%
Holding in Top 10
88
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+25.71%
% of All Funds
1.07%
New
78
Increased
268
Reduced
64
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1
HB Wealth Management
Georgia
$586M +$93M +1,954,190 +19%
Morgan Stanley
2
Morgan Stanley
New York
$304M +$104M +2,177,142 +51%
Bank of America
3
Bank of America
North Carolina
$280M -$119M -2,502,865 -30%
FMI
4
Factory Mutual Insurance
Massachusetts
$277M
Raymond James Financial
5
Raymond James Financial
Florida
$226M +$40.7M +855,996 +22%
JP Morgan Chase
6
JP Morgan Chase
New York
$212M +$23.5M +493,653 +12%
OCA
7
OpenArc Corporate Advisory
Georgia
$201M +$202M +4,243,489 New
LWMT
8
Legacy Wealth Management (Tennessee)
Tennessee
$177M +$8.7M +182,776 +5%
DWM
9
Dynasty Wealth Management
Florida
$176M +$177M +3,724,827 New
Mariner
10
Mariner
Kansas
$172M +$33M +694,145 +24%
HighTower Advisors
11
HighTower Advisors
Illinois
$140M -$4.78M -100,416 -3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$134M +$16.3M +341,722 +14%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$133M +$6.79M +142,718 +5%
ABWM
14
Alpine Bank Wealth Management
Colorado
$125M +$50.8M +1,067,806 +68%
MAWA
15
Moss Adams Wealth Advisors
Washington
$122M +$8.03M +168,832 +7%
VFA
16
Valeo Financial Advisors
Indiana
$116M +$6.4M +134,590 +5%
SFS
17
Summit Financial Strategies
Ohio
$116M +$8.13M +170,964 +8%
Wells Fargo
18
Wells Fargo
California
$116M +$38.8M +815,763 +50%
Osaic Holdings
19
Osaic Holdings
Arizona
$107M +$14.8M +310,736 +16%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$106M +$18.2M +381,633 +21%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$101M +$87.6M +1,840,452 +619%
VAS
22
Vestmark Advisory Solutions
Massachusetts
$97.7M +$9.56M +200,938 +11%
FPF
23
First Pacific Financial
Washington
$91.2M +$8.48M +178,303 +10%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$89.3M +$22M +463,439 +33%
MWM
25
Modern Wealth Management
Kansas
$86.7M +$22.5M +473,617 +35%